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Invoice template - Ability to remove "View Online"

"View Online" is still in the template for Australia and I don't want to see it. I also operate in other Xero Entities in US, Singapore, UK, Canada, India. I can toggle it off there what's Australia's issue?

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Chris Brettell shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, we appreciate your feedback here and I wanted to provide an update to confirm how this option currently works.

If you do not have any payment services set up in your organisation the option to toggle off 'Text links' will be available.

As soon as a payment service has been partially set up in your organisation this removes this option, regardless of whether that payment service is applied to that particular branding.

We don't have any plans for changing the behaviour of this at present but will continue to gather and consider interest through this idea. Thanks

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  • Gael Beddoes commented  ·   ·  Report

    I have removed payment methods from any of my templates that had them included, and payment methods in the invoice settings are all turned off.

    I still don't have access to this stupid button xero! I don't want my invoices to look like this!

    I will occasionally need to provide a card payment feature and now I will end up using another platform directly. Isn't it obvious how counterproductive this is?

  • Daniel Wilkie commented  ·   ·  Report

    Dear all posting.
    I have found how you can remove. you need to delete any payment services. You can view this by clicking onto the edit invoice > Payment Services > Manage Payment Services
    EVEN IF YOU DONT USE ONE, BUT THERE IS ONE DISABLED HERE IT WILL NOT LET YOU REMOVE THE LINK. Delete and the option to remove becomes available.

  • Heather Bamfield commented  ·   ·  Report

    I do not want customers to be able to view the invoice online from a PDF. Please allow us the option to turn this off. This should be optional and not dictated. My business, my choice.
    I shouldn't have to turn payment services off to do this, it should be a choice. I should be the one that decides what my customers can access and what they can't. Changes may need to be made internally and I don't want the customer to see anything other than what is on the original PDF copy they were sent. I will be keeping payment services off to be able to remove this.

  • Ian Syle commented  ·   ·  Report

    REMOVE VIEW INVOICE ONLINE, OR AT LEAST GIVE AN OPTION TO REMOVE. THIS IS MY BUSINESS AND YOU ARE DICTATING HOW WHAT IS INCLUDED IN THE INVOICE!!!!!!!!!!

  • Louis Cocksey commented  ·   ·  Report

    I would like to suggest an option within Xero to remove the “View Online” link from invoice PDFs.

    We have already been able to remove the QR code from our invoice template, but the “View Online” link remains on the PDF and there is currently no option within the branding theme settings to remove it.

    For our business, we want the PDF invoice we send to a customer to represent a static copy of the invoice as it was issued. If the invoice is subsequently amended in Xero, we do not want the customer to be able to click “View Online” and access a live version containing information that may differ from the original PDF they received.

    We appreciate that the online invoice functionality is useful for many businesses, but there should be an option for businesses to choose whether the link is included on their PDF invoices.

    Suggested improvement:

    Add a simple setting within the invoice branding theme or invoice settings allowing users to:

    Show the “View Online” link on PDF invoices; or

    Hide/remove the “View Online” link from PDF invoices.

    Ideally, this would allow businesses that use Xero primarily for accounting and invoicing but issue their customers with static PDF records to prevent access to the live online invoice.

    This would give businesses greater control over what information their customers can access and ensure that the PDF invoice provided to a customer remains the definitive copy of what was originally issued.

    I have contacted Xero Support about this and have been advised that removing the invoice link is currently not an option, hence submitting this suggestion here.

    I would be grateful if Xero could consider adding this as a customisable option in a future update.